Planning for Blended Families and Second Marriages - Advisors Forum

$99.00

In a society where half of marriages end in divorce, blended families and second marriages are commonplace. Joining two families together is not usually simple 1 + 1 = 2 arithmetic. Often, it is more like measuring the power of earthquakes, where going up one on the scale increases the intensity by a factor of 10.

Topics covered in this course include the following:

Classifying ownership of assets, including classification agreements (prenups aren’t just for divorce)
Using trusts to control assets
Planning for stepchildren
Planning when spouses have different beneficiaries
Making certain that the children of the first spouse to die don’t get disinherited
Trust options for the surviving spouse
The effect of remarriage on income, gift, and estate taxes
Long-term care considerations with remarriage

This course is eligible for 1.0 credit.

To receive certified financial planner (CFP) or continuing education (CE) credit, you must complete a short multiple-choice quiz. You can expect 15-30 minutes to complete the quiz and must earn a passing score of at least 70 percent.

Please note the following before you begin:

You will need to provide the attendance verification code given during the on-demand course and your CFP identification number, if applicable, so have them both ready before starting the quiz.
Upon passing, you will receive an email with your attached certificate. Keep this email for your records.
After you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.
This on-demand program is not eligible for certified professional education (CPE) credit.
If you need to self-apply or submit information to an organization for other types of CE, you will find the agenda, bios, and other course materials under the Materials tab.
You will receive a link to a brief course evaluation after completing the quiz.

Click here to start the quiz.